Ati-Usw Flat Rolled Products Retiree Health Care Plan — Form 5500 plan (Veba Committee, Ati-Usw Veba Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ati-Usw Flat Rolled Products Retiree Health Care Plan is a benefit plan reported by Veba Committee, Ati-Usw Veba Trust under EIN 27-1404121 and plan number 502. The latest loaded filing year is 2023. The filing reports 6,682 participants and $62,953,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee, Ati-Usw Veba Trust
- EIN
- 27-1404121
- Plan number
- 502
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 6,682
- End-of-year plan assets
- $62,953,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,682 | H, C | 20241009174400NAL0019724689004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,953,356
- Total liabilities (EOY)
- $1,466,708
- Net assets (EOY)
- $61,486,648
- Net assets (BOY)
- $46,982,749
Income & contributions
- Employer contributions
- $24,188,157
- Participant contributions
- $6,396,950
- Total contributions
- $30,585,107
- Total income / additions
- $36,329,511
Expenses & distributions
- Benefits paid
- $21,446,940
- Administrative expenses
- $378,672
- Total expenses
- $21,825,612
- Net increase / (decrease)
- $14,503,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | CONTRACT ADMINISTRATOR | $171,282 | not reported in the loaded dataset | 2023 |
| T Rowe Price Associates, Inc. | INVESTMENT MANAGER | $106,860 | $0 | 2023 |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $37,600 | not reported in the loaded dataset | 2023 |
| Pnc Bank National Association | PLAN TRUSTEE | $20,280 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | PLAN CONSULTANT/ACTUARY | $19,807 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee, Ati-Usw Veba Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services, Inc. — Schedule C compensation
- T Rowe Price Associates, Inc. — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation
- Pnc Bank National Association — Schedule C compensation
- Buck Global, LLC — Schedule C compensation